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CREO Investment Opportunity Form

Thank you for your interest in submitting an investment opportunity to the CREO Syndicate.

This form is the start of the CREO investment opportunity review process. If the investment opportunity you share is within the scope of CREO's mission, we will publish your entry on the CREO Portal.

Please note that we may schedule a call and/or send questions via email as part of our review process.

Please only share non-confidential information. We do not sign NDAs but our members may as their due diligence continues. 

Submission of this form does not guarantee a response from our team.

Thank you for thinking of CREO.

To the extent you disclose any personal data in this form (e.g., name or contact details), such personal data will be collected and used by us in accordance with our Privacy Notice.

We recommend completing this form on a computer or tablet and not on a mobile device. If you experience issues submitting this form, please reach out to CREO's Platform Manager.

A red asterisk means that the field is required.

 
Reference Info
Tell us about the Climate/Sustainability problem you are solving...

CREO Taxonomy and Impact Goals

Please consult the CREO Taxonomy & Impact Goals Guide for more guidance in choosing the vertical, business activity, product, impact strategies, and impact goals most closely aligned with your company.
                                                                                                         
Company Product(s)
Begin typing below to search for the most relevant 1-2 Products that your company provides. If none apply, simply enter the Product in 1-3 words as free text. If you want to enter more than one product, please click the link to add another product.
Company Impact Strategy and Goals
Section 1: Environmental Impact Strategy          
Section 2: Environmental Impact Goals                                                                                                                                         

Hold 'Command' (Mac) or Ctrl (Windows) to select more than one option.


Section 3: Social Impact Goals                                                                                                                                         




Additional Company Info

We define Emerging Markets according to the IMF's definition 
of Emerging Market and Developing Economies.
If you want to specify the countries your company's products are available in, please select them individually below:
Please provide full [legal] name of fund (not the firm name).

CREO Taxonomy and Impact Goals

Please consult the CREO Taxonomy & Impact Goals Guide for more guidance in choosing the verticals, impact strategies, and impact goals most closely aligned with your fund.
                                                                                                         
Fund Verticals

                                                                                                                                                                                          
Hold 'Command' (Mac) or Ctrl (Windows) to select more than one option.


Fund Impact Strategy and Goals
Section 1: Environmental Impact Strategy          
Section 2: Environmental Impact Goals                                                                                                                                         



Section 3: Social Impact Goals                                                                                                                                         



We define Emerging Markets according to the IMF's definition 
of Emerging Market and Developing Economies.
If you are approved on any investment manager platform, please select from the list or enter the platform name directly. If you need to submit another response, please click 'Add another platform':
Website should begin with "https://"
Enter full amount. Numbers only (no commas). USD equivalent.
Accepted file types: .pdf, .ppt, .pptx - Limit 25mb
Please submit square image. Accepted file types: .jpg, .png - Limit 100kb
Please submit square image. Accepted file types: .jpg, .png - Limit 100kb
   
DEI Disclosure
CREO’s mission is to catalyze informed capital that drives the necessary transition to a low-carbon, sustainable, and prosperous future for all. We acknowledge the significance of diverse perspectives in achieving our mission. We may request you provide us with certain data relating to your ethnicity, race, and gender to understand your organization’s diversity, ethnicity, and inclusion practices with a view to enabling such equality to be promoted or maintained. The provision of this information is entirely voluntary and should you decide not to provide this information you can leave the responses to the questions unanswered and proceed with the submission of the form.
 
However, should you decide to share this information, please note that the information provided will be treated  confidentially and will not in any way impact the outcome of your submission nor be used to make a decision in respect of any individual identified.   The information provided will however, be shared with certain third parties to inform analysis but only in an anonymized and aggregated form i.e., no individual will be identifiable from the information disclosed to the third party. If you have any questions, please reach out to privacy@creosyndicate.org.

If you wish to provide DEI information on behalf of any employees, officers, directors, or partners of your organization, you hereby represent and warrant that (i) you are authorized to do so and that such disclosure to CREO is in accordance with applicable privacy (and other) laws; and (ii) you have provided those individuals with a copy of our Privacy Notice. All processing of DEI information by CREO will be carried out in accordance with such Privacy Notice.
Company DEI Information
Click here to see DEI definitions

% of Employee(s)

Please fill the percentage % of all employee(s) at the various organizational levels in the company or leave blank if you do not wish to provide the DEI Information requested in this section.

Lines must add to 100%.

Tip: Difficulty viewing the below grid? Rotate your device horizontally.
Asian Black or
of African Descent 		Hispanic
or Latin American 		Indigenous Peoples Middle Eastern
or North African 		White Multiple Ethnic Groups Other
Ethnic  Groups 		Total (lines must add to 100%)
Founders
Board of Directors
C-Suite/ Executive Leadership
All Other Employees
Male Female Other Gender
Identity 		Total (lines must
add to 100%)
Founders
Board of Directors
C-Suite/ Executive Leadership
All Other Employees
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Fund DEI Information
Click here to see DEI definitions

% of Employee(s) and Ownership of the total GP Stake

Please fill the percentage % of all employee(s) at the various organizational levels in the fund or leave blank if you do not wish to provide the DEI Information requested in this section.

Lines must add to 100%.

Ownership of the GP Stake is defined as the percentage of the total GP stake held by diverse entities
(e.g., if two diverse partners each own 50% of the GP stake, they would report 50% in their respective DEI category)

Tip: Difficulty viewing the below grid? Rotate your device horizontally.
Asian Black or 
of African Descent 		Hispanic
or Latin American 		Indigenous Peoples Middle Eastern
or North African 		White Multiple Ethnic Groups Other 
Ethnic  Groups 		Total (lines must add to 100%)
Investment Committee
Managing  Director/  Partner/ 
C-Suite
All Other  Employees
Ownership  of the GP 
Stake
Male Female Other Gender
Identity 		Total (lines must
add to 100%)
Investment Committee
Managing Director/  Partner/ 
C-Suite
All Other Employees
Ownership of the 
GP Stake
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